Third Avenue Management
As of Q1 2026, this manager reported 53 long-equity positions worth $616.04M in aggregate.
As of Q1 2026, Third Avenue Management's Third Avenue Management held 53 long-equity positions with a reported value of $616.04M.
Get email alerts when Third Avenue Management files a new 13F — sign in or create a free account.
Updated 2026-06-06 from SEC 13F data.
Live quotes available for 49 of 61 rows. Rows without a quote are marked unavailable.
| 1 | DB | Deutsche Bank AG | 7.29% | Reduce -12.2% | 2,186,504 | $37.67M | $17.23 | |
| 2 | TDW | Tidewater Inc. | 6.23% | Add +22.2% | 588,179 | $32.18M | $54.71 | |
| 3 | HCC | Warrior Met Coal Inc. | 6.17% | Reduce -26.1% | 587,445 | $31.86M | $54.24 | |
| 4 | CBRE | CBRE Group, Inc. | 4.42% | Reduce -4.9% | 174,018 | $22.85M | $131.29 | |
| 5 | BN | Brookfield Corp. | 4.35% | Reduce -13.9% | 391,478 | $22.49M | $57.45 | |
| 6 | LEN-B | Lennar Corp - Class B | 4.14% | - | 161,781 | $21.38M | $132.15 | |
| 7 | VAL | Valaris Ltd. | 3.65% | Reduce -1.3% | 426,608 | $18.87M | $44.24 | |
| 8 | CMA | Comerica Inc. | 3.62% | Reduce -36.4% | 302,881 | $18.73M | No quote | No quote |
| 9 | ORI | Old Republic International Corp. | 3.26% | Reduce -8.7% | 465,478 | $16.85M | $36.19 | |
| 10 | UHAL-B | U-Haul Holding Company | 3.10% | Reduce -12.2% | 249,865 | $16M | $64.05 | |
| 11 | FPH | Five Point Holdings LLC - CL A | 3.02% | Add +24.6% | 4,125,911 | $15.6M | $3.78 | |
| 12 | PLD | Prologis Inc. | 2.64% | - | 128,943 | $13.63M | $105.70 | |
| 13 | SUI | Sun Communities Inc. | 2.57% | Add +0.3% | 108,137 | $13.3M | $122.97 | |
| 14 | JLL | Jones Lang Lasalle | 2.55% | - | 51,990 | $13.16M | $253.14 | |
| 15 | AMH | American Homes 4 Rent | 2.33% | - | 321,221 | $12.02M | $37.42 | |
| 16 | UMBF | UMB Financial Corporation | 2.24% | Reduce -7.3% | 102,796 | $11.6M | $112.86 | |
| 17 | DHI | DR Horton Inc. | 2.13% | - | 78,745 | $11.01M | $139.82 | |
| 18 | MYRG | MYR Group Inc. | 2.10% | - | 72,797 | $10.83M | $148.77 | |
| 19 | ITIC | Investors Title Co. | 1.79% | - | 39,139 | $9.27M | $236.76 | |
| 20 | PRA | Proassurance Corp. | 1.74% | - | 563,988 | $8.97M | $15.91 | |
| 21 | RYN | Rayonier Inc. | 1.59% | - | 315,800 | $8.24M | $26.10 | |
| 22 | ECPG | Encore Capital Group Inc. | 1.58% | - | 171,022 | $8.17M | $47.77 | |
| 23 | FR | First Industrial Realty Trust, Inc. | 1.52% | - | 157,130 | $7.88M | $50.13 | |
| 24 | FRPH | FRP Holdings Inc. | 1.50% | - | 252,952 | $7.75M | $30.63 | |
| 25 | PB | Prosperity Bancshares Inc. | 1.49% | - | 102,168 | $7.7M | $75.35 | |
| 26 | BAM | Brookfield Asset Mgmt. CL A | 1.39% | - | 132,103 | $7.16M | $54.19 | |
| 27 | SUPN | Supernus Pharmaceuticals, Inc. | 1.33% | - | 189,493 | $6.85M | $36.16 | |
| 28 | BATRA | Atlanta Braves Holdings Inc - A | 1.30% | - | 164,438 | $6.71M | $40.80 | |
| 29 | FNF | FNF Group | 1.29% | - | 118,656 | $6.66M | $56.14 | |
| 30 | SBSI | Southside Bancshares Inc. | 1.29% | - | 209,426 | $6.65M | $31.76 | |
| 31 | WY | Weyerhaeuser Company | 1.20% | Reduce -28.3% | 220,849 | $6.22M | $28.15 | |
| 32 | LXU | LSB Industries Inc. | 1.16% | - | 789,447 | $5.99M | $7.59 | |
| 33 | ALG | Alamo Group, Inc. | 1.15% | - | 31,880 | $5.93M | $185.91 | |
| 34 | COLL | Collegium Pharmaceutical Inc. | 1.13% | Add +11.4% | 203,401 | $5.83M | $28.65 | |
| 35 | SEB | Seaboard Corp. | 1.10% | - | 2,334 | $5.67M | $2429.66 | |
| 36 | TPH | Tri Pointe Group Inc. | 1.09% | - | 155,830 | $5.65M | $36.26 | |
| 37 | KALU | Kaiser Aluminum Corp. | 1.08% | - | 79,623 | $5.6M | $70.27 | |
| 38 | ICFI | ICF International, Inc. | 1.02% | - | 44,188 | $5.27M | $119.21 | |
| 39 | CET | Central Securities Corporation | 0.98% | - | 111,210 | $5.08M | $45.69 | |
| 40 | HBB | Hamilton Beach Brand | 0.97% | Reduce -6.0% | 297,490 | $5.01M | No quote | No quote |
| 41 | UNF | UniFirst Corporation | 0.77% | - | 23,356 | $4M | $171.09 | |
| 42 | SD | Sandridge Energy Inc. | 0.75% | Add +17.9% | 330,698 | $3.87M | $11.71 | |
| 43 | PBF | PBF Energy Inc. | 0.67% | Add +52.5% | 131,050 | $3.48M | $26.55 | |
| 44 | AMBC | Ambac Financial Group | 0.56% | New | 230,416 | $2.91M | No quote | No quote |
| 45 | WCC | Wesco International | 0.52% | - | 14,739 | $2.67M | $180.96 | |
| 46 | ROIC | Retail Opportunity Investments Corp. | 0.30% | - | 90,000 | $1.56M | No quote | No quote |
| 47 | ELME | Elme Communities | 0.27% | - | 93,000 | $1.42M | No quote | No quote |
| 48 | CTO | CTO Realty Growth, Inc. | 0.24% | - | 63,000 | $1.24M | $19.71 | |
| 49 | IVT | Inventrust Properties Corp. | 0.22% | Reduce -79.3% | 38,000 | $1.14M | No quote | No quote |
| 50 | WSR | Whitestone REIT | 0.22% | - | 80,000 | $1.13M | $14.17 | |
| 51 | OCFC | OceanFirst Financial Trust | 0.21% | New | 60,859 | $1.1M | $18.10 | |
| 52 | BATRK | Atlanta Braves Holdings Inc - C | 0.19% | - | 26,104 | $998.74K | $38.26 | |
| 53 | PCH | Potlatchdeltic Corp. | 0.15% | - | 20,000 | $785K | No quote | No quote |
| 54 | RMR | The RMR Group Inc. | 0.15% | - | 37,000 | $763.68K | No quote | No quote |
| 55 | VTMX | Vesta Real Estate Corp. | 0.12% | Add +150.0% | 25,000 | $640K | No quote | No quote |
| 56 | STC | Stewart Information Services Corp. | 0.07% | - | 5,194 | $350.54K | $67.49 | |
| 57 | GRBK | Green Brick Partners | 0.05% | - | 5,000 | $282.45K | $56.49 | |
| 58 | UHAL | U-Haul Holding Company | 0.02% | - | 1,456 | $100.6K | $69.09 | |
| 59 | EQC | Equity Commonwealth | 0.02% | - | 55,000 | $97.35K | No quote | No quote |
| 61 | TPHS | Trinity Place Holdings | - | Sold | 0 | $0 | No quote | No quote |
| 60 | LAZ | Lazard Ltd. | - | Sold | 0 | $0 | No quote | No quote |